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  • The Agents Council for Technology (ACT) often addresses areas of focus that are applicable to agencies' E&O exposure and we've included those are articles and tools here.
  • The "E&O Angle" is a monthly article published in Indepedent Agent magazine that explores issues relating to agents E&O and how to prevent claims in your agency.  This section offers an archive of these articles.

  • Periodic newsletter with practical E&O risk management information for all positions in the agency.
  • Read the latest edition of the E&O Claims Advisor Newsletter.
  • It’s pretty likely that every E&O seminar that you’ve ever been to preached DOCUMENT, DOCUMENT, DOCUMENT!  Hopefully, you were listening and more importantly you were implementing sound agency procedures to document the offer and rejection of coverage to customers.  If you were, you are well positioned to potentially save thousands.....
  • Imagine one of your customers’ files projected up on a big screen in a court room for all to see.  Would you feel comfortable that the file would provide a clear and understandable timeline of all of the interactions with the customer?  Would it cover the Who, What, Why, When, and How?...
  • From stories of huge E&O claims to technical coverage topics these articles tackle current areas of interest to agents.  If it wasn't an E&O Angle, an article featured in the E&O Claims Advisor Newsletter, or can't be found under the Big "I" Virtual University then you can find it here.
  • "A Practical Guide to Agency E&O Risk Management" is a comprehensive reference guide of materials relating to agency E&O risk management. Agencies can download the guide here to share with employees in the agency.
  • The Big "I" Virtual University ("VU") is a leading industry resource for information on agency management and technical insurance issues.  Included in this section are articles taken from VU that focus on E&O risk management topics. 
  • The Big “I” Professional Liability Program and Swiss Re Corporate Solutions periodically host free webinars on E&O related topics featuring some of the most knowledgeable sources in the industry.  Recordings of these are available here.
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Swiss Re Claims Team
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    Leads the Professional Advisors claim team.  The IIABA Professional Liability program is under her supervision and is divided into three teams.  Each team consists of between five and seven claims adjudicators dedicated to handling Agents’ Professional Liability claims.  This specialization allows our claims teams to become experts in the wide variety of claims experienced by our insureds

  • Oversees claims activity in 21 states and the EPL business
    AR, AZ, CA, DC, FL, ID, IL, IN, LA, MD, MA, MT, NV, NH, NJ, ND, OH, OK, PA, SD, UT and EPL
  • Oversees claims activity in 25 states
    AK, AL, CO, GA, HI, IA, KS, KY, MI, MN, MO, MS, NC, NE, NM, OR, RI, SC, TN, TX, VA, VT, WA, WI, WY
  • Oversees claims activity in 5 states
    CT, DE, ME, NY and WV
Claims Advisor - Winter 2012
In This Issue
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    Written Documentation Can Save You Thousands
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    What Should and Should Not Be Included In Customer Files